SS
| |
State Street Balanced Index Fund | SSBIXMutual Fund | |
| State Street Balanced Index Fund | |
| Last update 2025-06-24 | 2601 Stocks (14 new) |
| Value $316.00 Mil | Turnover 0 % |
State Street Balanced Index Fu... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 87,781 | 19,498.8 | -3.07% | 6.170 | -0.20% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
MSFT | Microsoft Corp | 43,437 | 16,305.8 | -2.46% | 5.160 | -0.13% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
NVDA | NVIDIA Corp | 143,088 | 15,507.9 | -2.67% | 4.900 | -0.15% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
AMZN | Amazon.com Inc | 55,097 | 10,482.8 | -1.77% | 3.310 | -0.06% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
META | Meta Platforms Inc | 12,799 | 7,376.8 | -2.01% | 2.330 | -0.04% | 0.000 | +40.55% | +20.48% | 1,770,790.4 | Interactive Media | |
BRK.B | Berkshire Hathaway Inc | 10,712 | 5,705.0 | -2.17% | 1.800 | -0.03% | 0.000 | -8.57% | +4.53% | 1,022,296.6 | Insurance | |
GOOGL | Alphabet Inc | 34,043 | 5,264.4 | -2.75% | 1.660 | -0.05% | 0.000 | +22.57% | -2.01% | 2,250,461.0 | Interactive Media | |
AVGO | Broadcom Inc | 27,389 | 4,585.7 | -2.13% | 1.450 | -0.04% | 0.000 | +66.10% | +22.87% | 1,332,681.5 | Semiconductors | |
GOOG | Alphabet Inc | 27,670 | 4,322.9 | -3.27% | 1.370 | -0.05% | 0.000 | +21.39% | -2.13% | 2,250,461.0 | Interactive Media | |
TSLA | Tesla Inc | 16,349 | 4,237.0 | -2.36% | 1.340 | -0.05% | 0.000 | +36.57% | -18.37% | 1,061,788.2 | Vehicles & Parts |
State Street Balanced Index Fund's Historical Top Holdings Breakdowns
State Street Balanced Index Fund's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.20% | 209.68 ($231.67) 247.1 | $211.18 | -8.84% | Reduce -3.07% | 87,781 | -2,782 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.15% | 106.98 ($126.74) 149.43 | $172.41 | 36.03% | Reduce -2.67% | 143,088 | -3,920 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.13% | 375.39 ($407.71) 447.2 | $510.05 | 25.10% | Reduce -2.46% | 43,437 | -1,097 | |
AMZN | Amazon.com Inc | 2025-03-31 | Reduce Reduce | -0.06% | 190.26 ($217) 242.06 | $226.13 | 4.21% | Reduce -1.77% | 55,097 | -990 | |
GOOGL | Alphabet Inc | 2025-03-31 | Reduce Reduce | -0.05% | 154.33 ($181.36) 206.38 | $185.06 | 2.04% | Reduce -2.75% | 34,043 | -962 | |
GOOG | Alphabet Inc | 2025-03-31 | Reduce Reduce | -0.05% | 156.06 ($183.12) 207.71 | $185.94 | 1.54% | Reduce -3.27% | 27,670 | -934 | |
TSLA | Tesla Inc | 2025-03-31 | Reduce Reduce | -0.05% | 222.15 ($333.26) 428.22 | $329.65 | -1.08% | Reduce -2.36% | 16,349 | -396 | |
AVGO | Broadcom Inc | 2025-03-31 | Reduce Reduce | -0.04% | 167.43 ($211.65) 244.7 | $283.34 | 33.87% | Reduce -2.13% | 27,389 | -595 | |
META | Meta Platforms Inc | 2025-03-31 | Reduce Reduce | -0.04% | 576.36 ($645.17) 736.67 | $704.28 | 9.16% | Reduce -2.01% | 12,799 | -262 | |
JPM | JPMorgan Chase & Co | 2025-03-31 | Reduce Reduce | -0.04% | 225.19 ($254.94) 279.95 | $291.27 | 14.25% | Reduce -2.98% | 16,333 | -502 |
State Street Balanced Index Fund Total Holding History ($B)
State Street Balanced Index Fund's Asset Allocation
State Street Balanced Index Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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State Street Balanced Index Fund's Hypothetical Growth since 2025-03-31
State Street Balanced Index Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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State Street Balanced Index Fund's Holdings Heat Map
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State Street Balanced Index Fund's Holdings Bubble Chart
State Street Balanced Index Fund News
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